Tag : Leadership succession

Financial Advisory & Services

RISR Launches Tools for Advisor Succession & Exit Planning

Business Wire
by Business Wire084
Major platform upgrade introduces first-of-its-kind Succession & Exit Planning tool, enhanced valuation and risk reports and deeper integration into advisor-led financial planning RISR, the engagement...
Consulting & Advisory Services

BGSF, Inc. Announces Finance Leadership Transition

Business Wire
by Business Wire0309
Keith Schroeder Assumes CFO Position BGSF, Inc. (NYSE: BGSF), a leading national provider of consulting, managed services and workforce solutions, today announces their leadership succession...